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Investment Advisors - NSW
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David Orr - Director, Investment Advisory
David provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
David leads the Sydney Investment Advisory Team and ensures that all new advisors are mentored in the style and investment approach that Daryl Dixon and Max Walsh have successfully applied to their own investments for over 40 years. This approach ensures that all clients receive the same advice in a timely and consistent manner. Where required, David is also involved in the structuring and management of capital market transactions for Dixon Advisory clients.
Prior to joining Dixon Advisory in 2005, David worked at Energy Australia.
David has a Bachelor of Commerce from the Australian National University and a Graduate Diploma in Applied Finance and Investment. David also has a Graduate Certificate in Financial Planning from the Financial Services Institute of Australia and is currently studying for a Master of Applied Finance and Investment through Kaplan Professional Australia.
Oliver Burke - Associate Director - Investment Advisory
Oliver provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Prior to joining Dixon Advisory, Oliver was an accountant specialising in corporate insolvency.
Oliver has a Bachelor of Actuarial Studies and a Bachelor of Finance from the Australian National University and has completed a Graduate Diploma in Applied Finance and Investments.
Jon Dickson - Associate Director - Investment Advisory
Jon provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Committee.
Prior to joining Dixon Advisory, Jon received extensive experience within international investment banking with roles at various securities exchanges across Australia, Europe and the United States.
Jon has a Master of Business, a Bachelor of Business and a Graduate Diploma in Financial Planning from Finsia.
Mark Mahony - Investment Advisor
Mark provides investment and portfolio construction advice to clients, consistent with both their individual objective and risk profile along with the views of the Dixon Advisory Investment Committee.
Mark has a Bachelor of Applied Finance and a Bachelor of Economics from Macquarie University. Mark has also completed a Graduate Diploma of Applied Finance and is currently studying to gain Chartered Financial Analyst accreditation.
Chris Monaghan - Investment Advisor
Chris provides investment and portfolio construction advice to clients, consistent with both their individual objectives and risk profile along with the views of the Dixon Advisory Investment Commitee.
Prior to joining Dixon Advisory, Chris worked overseas as a Financial Analyst for a US pharmaceutical company.
Chris has a Bachelor of Commerce from the University of New South Wales, a graduate Diploma in Applied Finance from Finsia and is accredited by the Securities and Derivatives Industry Association.
Joan Turner - Senior Investment Advisor
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